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Capital Directions Investment Advisors’s Prudential Financial PRU Stock Holding History

Capital Directions Investment Advisors’s Portfolio PRU Stock Details PRU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-229
Closed -$18K – 299
2020
Q4 		$18K Buy
+229
New +$16.5K 0.01% 159
2020
Q3 		– Sell
-229
Closed -$14K – 204
2020
Q2 		$14K Hold
229
– – 0.01% 174
2020
Q1 		$12K Buy
+229
New +$18.2K 0.01% 194

Other funds holding PRU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Directions Investment Advisors's PRU Position: Q1 2021 in Review

Capital Directions Investment Advisors sold out of Prudential Financial (PRU) in Q1 2021, closing a stake of 229 shares — an estimated $18K sold.

Capital Directions Investment Advisors first reported a position in PRU in Q1 2020 and held it in 3 quarters. The position peaked at $18K in Q4 2020. 1,049 funds tracked by Wall St. Rank hold PRU as of Q1 2021.

  • Capital Directions Investment Advisors reported no remaining Prudential Financial position as of Q1 2021 after selling out during the quarter.
  • Capital Directions Investment Advisors sold 229 Prudential Financial shares in Q1 2021, an estimated $18K.
  • Capital Directions Investment Advisors first reported a position in Prudential Financial in Q1 2020 and held it in 3 quarters.
  • Capital Directions Investment Advisors's Prudential Financial position peaked at $18K in Q4 2020.
  • 1,049 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2021.

Based on Capital Directions Investment Advisors's 13F filing for Q1 2021, filed 17 May 2021.